Jesse Wideman
Financial Planner @Zenith Wealth Partners
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WORK HISTORY
Financial Planner @Zenith Wealth Partners
Charlotte, NC, US
EDUCATION
Darla Moore School of Business at the University of South Carolina
Marketing & Management, Business, Management, Marketing, and Related Support Services
Darla Moore School of Business at the University of South Carolina
Business Management and Marketing
ABOUT JESSE WIDEMAN
I\'m Jesse Wideman Jr, a CERTIFIED FINANCIAL PLANNER™ who\'s passionate about helping couples and business owners build a clear path towards retirement. My expertise lies in crafting tailored strategies that align with clients\' unique goals and values.I joined Zenith Wealth Partners in 2025 as a Financial Planner, bringing a client-focused approach rooted in strategic financial planning and analysis. Before joining Zenith, I served as a Senior Lead Planner at Facet, where I specialized in delivering personalized financial solutions. I also bring experience from Vanguard as a Financial Advisor, where I excelled in delivering goal-based investment advice for one of the world\'s largest asset managers. With my background in financial services, I have a proven track record of helping clients navigate complex financial landscapes and make confident decisions about their futures.When I\'m not helping our clients, I\'m building a life I love! I reside in Charlotte, North Carolina, with my wife and two children. You can find me coaching a girls\' basketball team, actively participating in local sports initiatives, and bringing the same strategic mindset from the court to financial planning!
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